Table of Contents
Datafield types
1. Settings
Datafields are located Settings → Common settings → Datafield types
. By pressing „F2-ADD NEW“ can create a new datafield.
An empty datafield card opens:
Code - datafield code
Name - datafield name, it also goes to the document as the name of the datafield.
Class - indicates on which document this datafield goes to. If you select “Common”, this datafield can be used for all documents in the list.
Visible by default - can be set whether this datafield is immediately visible on the document or should be added from the drop-down menu.
Warn if not filled - can be set whether a warning is displayed, a warning is not displayed or a warning is displayed and document cant be saved if this field is left blank.
Order - can be set in which order datafields are placed on document. For example, if 1 is marked in this datafield cell, it would always be the first datafield.
Different levels datafields must be sorted from smaller to larger and must be set to visible by default when datafields are related.
Type - sets datafield type. If the Type cell is left blank, any content can be written in the datafield. If Type: Text is selected, different text can also be written to this datafield, but this type creates placeholder from the tabel Settings → Common settings → Auto text
. If Type: Item is selected, you can select an item from item browser by double-clicking in the the document datafield cell. Other options work by the same logic.
- Date: date/time type datafield, right click on datafield opens calendar
- Item, Supplier, User, Customer asset, Customer, Contact, Object, Project, Text are text type datafield, which opens corresponding placeholder with double-click or right-click.
- Number: number type datafield, gives warning when entering text
- Related: several datafields can be related and the contents depend on each other's choices. Defined in the module Lisaväljade Seosed and configured using the Limitation field.
- Pulldown: datafield with predefined options
Limitation - according to the type Related and Pulldown type datafield can be defined here.
- Related - the related code is defined here and the format of the multi-level datafield is CODE: level, for example CARS:1
- Pulldown - option list separated with commas
If an empty selection is required, the content should start with a comma. For example ,Dog, Cat, Pig
Unique - the contents may appear only once in the register or whether one datafield can be used twice in a single document or not - otherwise a warning.
Colour - possible to choose what colour the datafield is on the document.
- Format: JavaScript RegExp format description of the allowed format. For example only number is allowed to enter: number
^[0-9]+[:][0-9]+$
- Format guide/example: A human language guide that is displayed when content is entered in the wrong format
xxxx:yyyy
The datafield made in the example would look like this on the document:
2. Examples of using datafields
2.1. Filled/Empty datafield - type PULLDOWN
For datafield pulldowns
- Empty fields are searched by selecting Empty.
- All filled fields at once can get with the Filled option
Excluding multiple options from datafield pulldown
Example: if you want to see datafields and exclude a few options from the pulldown